Foreign 1. Damascus: Powell's views are easy to say and difficult to implement, and inflation data is a hindrance. 2. Damascus: The Federal Reserve is expected to resume...

Abroad 1. Morgan: Powell's views are easy to say and difficult to implement, and inflation data is a hindrance. 2. Morgan: The Federal Reserve is expected to return to positive cash flow. 3. Morgan: Gold may not have peaked yet, but the next round of gains may be slower. 4. Morgan: The dollar weakens or reverses the flow of funds, and there is room for the S & P 500 to rebound. 5. Barclays: This week's US consumer survey data has attracted much attention, and the economic slowdown signal may be confirmed. 6. Royal Bank of Canada: The German fiscal expansion has brought "double benefits" to the banking industry. 7. Holland International: The budget has become a "destiny trigger" for the pound, and mistakes will cause the pound to fall. 8. Rabobank: The euro may fall further in the short term. Domestic 1. CICC: Continued uncertainty may cause a negative impact of 0.94% on the US economy. 2. CICC: AI Agent may reshape the Internet ecosystem by taking over mobile phones. 3. Huatai Securities: A leading wine company with outstanding short-term fundamental performance and long-term performance resilience. 4. CITIC Construction Investment: It is recommended to pay attention to the implementation of AI models and technological breakthroughs on the glasses side. 5. CITIC Securities: The theme of deep-sea technology is expected to continue to be interpreted in the market outlook. 6. CITIC Securities: It is expected that the long-end interest rate center under the central bank's wide monetary signal will be relatively mid-term or have room for decline.